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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,397 | $154,193-59.5% | $130,045-52.0% | $139,466-55.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 12.23% | 32.51%-20.3pp | -137.30%+149.5pp | 373.66%-361.4pp |
| Employer contribution / active EE | $13,328 | $5,292+151.9% | $4,321+208.4% | $4,754+180.4% |
| Participant deferral / active EE | $11,555 | $6,709+72.2% | $5,820+98.5% | $6,712+72.2% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |